AWE
AGIG

Avidian Wealth Enterprises’s Abundia Global Impact Group AGIG Stock Holding History

Avidian Wealth Enterprises’s Portfolio AGIG Stock Details AGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-105
Closed -$2K – 291
2020
Q2 		$2K Hold
105
– – ﹤0.01% 255
2020
Q1 		$2K Hold
105
– – ﹤0.01% 210
2019
Q4 		$2K Hold
105
– – ﹤0.01% 229
2019
Q3 		$2K Buy
+105
New +$2.73K ﹤0.01% 190

Other funds holding AGIG

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Avidian Wealth Enterprises's AGIG Position: Q3 2020 in Review

Avidian Wealth Enterprises sold out of Abundia Global Impact Group (AGIG) in Q3 2020, closing a stake of 105 shares — an estimated $2K sold.

Avidian Wealth Enterprises first reported a position in AGIG in Q3 2019 and held it in 4 quarters. The position peaked at $2K in Q2 2020. 16 funds tracked by Wall St. Rank hold AGIG as of Q3 2020.

  • Avidian Wealth Enterprises reported no remaining Abundia Global Impact Group position as of Q3 2020 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 105 Abundia Global Impact Group shares in Q3 2020, an estimated $2K.
  • Avidian Wealth Enterprises first reported a position in Abundia Global Impact Group in Q3 2019 and held it in 4 quarters.
  • Avidian Wealth Enterprises's Abundia Global Impact Group position peaked at $2K in Q2 2020.
  • 16 funds tracked by Wall St. Rank held Abundia Global Impact Group as of Q3 2020.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2020, filed 6 Nov 2020.